Customer Success Manager, Payments

Who we are

The company is a global provider of AI-powered SaaS solutions for document, communication, and payment automation - purpose-built for highly regulated industries. We simplify complexity and unlock intelligence so organizations can deliver exceptional experiences with confidence.

Our platform helps enterprise and mid-market organizations improve efficiency, ensure compliance, and modernize customer communications at scale. Customers use the company solutions to generate more than 10 billion documents and process billions in AP payments annually. Recognized as a Leader in multiple G2 reports and featured in analyst reports from Gartner, IDC, Aspire, and Aragon, the company is built for organizations that can't afford to get it wrong.

People are at the center of everything we do - for our customers and within our own walls. The company supports a flexible, work-where-you-live model, and for five consecutive years has been named one of Minnesota's Top Workplaces by the Star Tribune, based entirely on employee feedback. We are a team driven to grow, committed to being better than yesterday, and stronger together. We earn trust every day with our customers, our partners, and each other. We experiment boldly, and when our customers win, we win.

For more information, visit the companyautomation.com .

Who we are looking for

We are seeking a highly motivated and experienced Customer Success Manager, Payments  to support and grow our the company NorthStar Payments Plus customer base. This role is both strategic and hands-on, focused on helping customers successfully implement, adopt, and expand their B2B payment programs.

The ideal candidate brings deep expertise in B2B payments, excels at client relationship management, and has a proven ability to drive revenue growth through customer engagement and program expansion. This individual will serve as a trusted advisor to customers while partnering closely with our payment partner, Bottomline to deliver a best-in-class payments experience.

What you will get to do

Customer Relationship Management

• Act as the primary point of contact for a portfolio of Payments focused customers

• Build and maintain strong, long-term relationships with key stakeholders

• Understand each customer's business goals and align payment strategies to drive value

Program Implementation & Growth

• Support customers end to end from sale to onboarding of their payment programs

• Lead vendor enrollment campaign kickoffs, ensuring successful program launches

• Own the full lifecycle of vendor enablement and electronic payment adoption (ACH, virtual card, etc.) from initial enrollment through ongoing optimization of payment mix to increase efficiency, ROI, and program spend

• Identify opportunities to expand payment programs, grow spend, and increase revenue

Strategic Advisory

• Serve as a trusted strategic advisor, helping customers optimize and scale their payment programs

• Use data and insights to guide customers toward continuous improvement and measurable outcomes

Operational Execution

• Deliver consistent, proactive communication and reporting to customers

• Manage a book of business while ensuring a high level of service across all accounts

• Track customer health, adoption metrics, and revenue performance

Partner Collaboration

• Work closely with Bottomline as a key payments partner

• Maintain regular communication with Bottomline to align on account strategy, performance, and opportunities

• Coordinate cross-functional efforts to ensure seamless customer experience

Support & Issue Resolution

• Act as the front line of support for customer questions and program needs

• Partner with internal teams (Product, Customer and Sales) and Bottomline to resolve issues quickly and effectively

What Success Looks Like in This Role

• High customer satisfaction and retention across assigned accounts

• Increased adoption of electronic payments within customer programs

• Growth in payment volume and revenue generation

• Strong, collaborative partnership with our payments partner

• Well-managed portfolio with consistent communication and measurable outcomes

Knowledge and Skills

• Experience working with or alongside Bottomline or similar payment network providers

• Familiarity with ERP integrations and procurement/AP workflows

• Knowledge of electronic payment methods (ACH, virtual card, wire, etc.)

• Tools and tech stack: Salesforce, Gong, Teamworks, Excel

Education and Qualifications

• Bachelor’s degree in business or other related focus

• 5+ years of experience in Customer Success, Account Management, or Relationship Management

• Strong background in B2B payments, AP/AR automation, or financial technology

• Demonstrated success in driving customer growth, retention, and revenue expansion

• Experience leading or supporting vendor enrollment campaigns and payment adoption initiatives

• Ability to operate both strategically and tactically in a fast-paced environment

• Excellent communication and stakeholder management skills

• Strong organizational and time management skills, with the ability to manage multiple priorities

• Experience working with external partners and managing cross-functional collaboration

• Data-driven mindset with the ability to translate insights into actionable recommendations

We are proud to be an equal opportunity employer and welcome our employee’s differences, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Veteran status. Different makes us better - Join us.

This role is not eligible for visa sponsorship.

The company Comprehensive Benefits Package

We offer a robust benefits package designed to support the well-being and financial security of our employees.

Our Benefits Include

• Workplace Flexibility

• 401(k) Plan: Deferred and Roth options available to help you save for retirement, with a generous employer match of 50% up to maximum of 4.5% of gross pay.

• Medical Plans: Comprehensive co-pay or HSA coverage options to keep you and your family healthy.

• Dental and Vision Plans: Access to a large network of providers for dental and vision health.

• Daycare and Medical FSA/HSA: Save on eligible daycare and healthcare expenses with our flexible spending and health savings account plans.

• Group Term Life Insurance: Coverage of $50,000 to provide peace of mind.

• Generous Paid Time Off (PTO) Policies: Ample time to relax and recharge.

• Employee Assistance Program (EAP): Support for personal and professional challenges.

Voluntary Benefits Available

• Additional Life Insurance

• Critical Illness Insurance

• Accident, Cancer & Hospital Indemnity Insurance

• Legal/ID Shield

• Pet Insurance

Parental Leave

If your state offers a paid family or medical leave program, you will have access to those benefits. For employees in states without a state program, we offer:

• Four weeks of paid paternity leave, available after one year of employment, with partial eligibility beginning at six months.

• Twelve weeks of paid leave for the birth parent, eligibility rules apply.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

While we may use AI tools to support parts of our hiring process, applicants and candidates may not use AI tools (such as chatbots, writing assistants, or real-time response generators etc.) to complete application materials, assessments, or interviews. Responses should reflect your own knowledge, skills, and communication style. If our review indicates that AI was used in a manner inconsistent with this expectation, we will not move forward with your candidacy.